Our Approach

Strongside will work with you to “Plan From Abundance”.  From there, we will organize your finances and establish prioritized goals.  The next steps are to a develop a plan, review it diligently with you, implement it, and monitor it to ensure success.

We will build tailored portfolios to fit our client’s individual needs.  We utilize Charles Schwab as our custodian to ensure security.

Strongside will reveal forward-looking, tax-efficient opportunities that are within your financial ecosystem. Whether you are an employee or a business owner we will deploy necessary strategies to provide tax-efficient opportunities. Some of our favorites are bonus depreciation, Roth conversion strategies, tax lost harvesting, the solo 401k, and taxable income control. We use a variety of investment vehicles to ensure tax efficient distributions and income control.

Estate planning must be done intentionally in order to protect your family now and direct your assets later by reviewing account titling, beneficiary designations, last wills, trusts, guardians, and powers of attorney. Create a legacy plan that provides support for your family in the event of a catastrophe. Estate planning can get expensive fast, have us by your side before you lock yourself into a trust that must be amended yearly at a significant cost. Our goal is direct assets efficiently and ensure that only the best asset types are passed onto the next generation.

Strongside will develop a personalized strategy for tax-efficient accumulation of assets and distribution of assets that achieve financial independence and create clarity around generational wealth. We will also help you analyze and utilize the roles of government programs such as Social Security, Medicare, and Medicaid to protect your lifetime accumulation of assets.

We can help create or manage your employer-sponsored plans.  In addition, if you have an old 401(K) or Stock Option Program and have need some help, we can assist with that!

Strongside will personalize a system to simplify your income and expenses, track your assets and liabilities and develop a disciplined debt repayment strategy for your household.

Strongside will calculate and plan for education costs, college savings opportunities, 529 planning approaches, financial aid, and student loan repayment options. Whether it is for you, your child, your grandchild or a nice or nephew there is strategy that can be deployed.

Strongside will right-size your emergency fund and review if risk mitigation tools such as life, disability, health, long-term care, or homeowners insurance are an appropriate fit for your family. Strongside recognizes the extreme predatory nature of whole life insurance policies and works diligently to avoid incorporating them into financial plans in most scenarios. Consider us your first line of defense in understanding what products are right for you.

We consult business owners on developing an optimal strategy to transfer value from a business to an estate. We also regularly assist clients with high level structuring of their business. S-Corp versus Sole Propietor is a common theme we discuss.

Navigating long-term care insurance, Medicare, and Medicaid can be strenuous. We can help review all of the options for you and your loved ones in order to receive the best care possible while protecting hard earned assets.